A cast study in real estate

In the old days (the 1980’s), we didn’t have social media – Facebook, LinkedIn, and Twitter or cell phones, let alone smartphones. We didn’t have a lot of the things that connect us today that most of us just take for granted. Back then, when the idea of buying or selling a home came up, […]

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5 Facts About Equity-Indexed Annuities

We like and use equity-indexed annuities or as they are sometimes called, fixed-indexed annuities for many reasons. Let me give you a brief description and see if it is something that may appeal to you. What if you could be indexed to the upside of the stock markets, but not lose money because the stock […]

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AIRBNB and it’s AIRDNA

Last week we introduced you to AIRBNB and some things to consider if you are looking at whether or not it might be the right fit for you in your wealth management strategy. If you think AIRBNB is for you and you want more information on its DNA, then our topic this week is right […]

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Stepping into AIRBNB

I knew when I was talking to my Mom one day as we were planning some family vacation and she said “Oh, we can just book a home on AIRBNB,” so nonchalantly, that AIRBNB was a much bigger deal than I had realized. Then, a few weeks later, a friend and mentor of mine took […]

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purchasing a home or rental property

As an advisor and wealth coach, we talk to our clients about real estate because it is one of the most powerful tools to build wealth over time. Even with that knowledge, most people don’t integrate their real estate into a comprehensive financial plan. They get married, go to a bank, buy a house and […]

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HECM: The heck with my mortgage payment

Are you wanting to retire, but nervous about your mortgage payment? Better yet, tired of living in that huge house, but not sure if you should downsize or right size into a home that is more suited for aging? Always wanted a new house, but still have a mortgage payment? HECM is the most important […]

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